This Week in Wealth Podcast Por Citywire arte de portada

This Week in Wealth

This Week in Wealth

De: Citywire
Escúchala gratis

'This Week in Wealth' is Citywire's weekly podcast that breaks down the biggest stories in the US wealth management industry and what they mean for advisors. Citywire USA editor-in-chief Alex Steger and Citywire RIA editor Ian Wenik are joined by a rotating cast of Citywire journalists and notable industry names.Citywire Economía Finanzas Personales
Episodios
  • Who’s been busy buying RIAs?

    Who’s been busy buying RIAs?
    Apr 17 2026
    Via the magic of Citywire RIA’s new Deals Database, Alex, Ian, and Alec take a look at the most notable wealth management M&A of Q1. Who’s been busy buying? What have they bought? Which PE firms are driving the deals? And what does it all mean for the rest of the year? These questions and more are covered. Additionally, the team takes a deep dive into Osaic’s recent capital raise—which includes a minority investment by Bain Capital—plus LPL and Private Advisor Group’s acquisition of Mariner’s $31bn platform business.
    You can check out the Deals Database here - https://citywire.com/ria/deals
    Más Menos
    28 m
  • The Batnick breakdown

    The Batnick breakdown
    Apr 9 2026
    Special guest Michael Batnick, the managing partner of Ritholtz Wealth Management (and a prodigious podcaster in his own right!), joins Ian and Alex to discuss the latest changes to Fidelity's lucrative Wealth Advisor Solutions network, how his $7.6bn RIA found an internal succession solution and the red flags around private credit.
    Más Menos
    35 m
  • Meet the ex-Yankee taking a swing at running his own RIA

    Meet the ex-Yankee taking a swing at running his own RIA
    Apr 2 2026
    Happy Opening Day! Ian and Citywire RIA reporter Peter Saalfield speak with ex-New York Yankee Kevin Thompson, now the CEO of 9i Capital Group and learn about how he went from seeing his advisor affected by the Allen Stanford Ponzi scheme to running his own wealth manager, how his firm operates as a smaller practice in a consolidating industry and how Derek Jeter made his own rules of the road (you'll understand when you listen).
    Más Menos
    35 m
Todavía no hay opiniones